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- General User Interface updates:
- Many options on toolbars other than the basic Add/Edit/Delete are grouped into “Actions” dropdown tool to better group various options.
- Removed “Search” box from list view toolbars.
- New consolidated “Finance” module to replace and combine Billing and Payroll functions. (New installs or by request only.)
- Billing/Payroll:
- Ability to edit and change the Invoice Number on an existing Invoice.
- Ability to edit a billing record and actually move it to another existing invoice for the same Payer.
- QuickBooks Online Export (Billing): New option to update customer demographic (name/address/contact) information during invoice export.
- Running Billing/Payroll via Recipe now has the option to select the starting (Billing) Invoice number for the set.
- Telephony and E-TimeCards:
- Streamlined Telephony (E-TimeCards) Module interface, with ribbon tools moved into the toolbar “Actions” menu.
- Performance improvements on manually adding E-TimeCards.
- Removed “Invalid Call Types” from Telephony fixing steps; most offices don’t use call types in Telephony and these can still be handled in “Completed with Errors” or “Remaining Calls” after fixing Client/Caregiver information
- Calendars and Scheduling:
- “Create Non-Visit Schedule” option also added to context menu on Office Staff calendar.
- “Print Big Picture Report” options also added to toolbar on Office Staff calendar.
- New option in the Calendar to show/hide Documented Events directly on the calendar view.
Ability to set an override on Event Reminders to send to a specific cell phone. (e.g. Send notifications to someone else of a person’s events.)
- When editing Call Types (Services) in User Defined you can now specify multiple additional qualifications that can perform this qualification.
- Sync to Outlook Calendar no longer syncs back any changes to Schedules in Companion. Only changes to Tasks and Appointments will now sync back to Companion from Outlook.
- Scenarios:
- Added “All Organizations” and “Orphaned Organizations” scenarios in the “All People” tab in the Relationships Module. This tab is also now renamed to simply “All”.
- Added “Caregivers and Office Staff” scenario in Actual Hours tab.
- Added advanced Schedule filtering options (i.e. Date Range/Call Types/Attributes/Status) to the Actual Hours tab. (These options were always available on the Schedule Review and Finalize tabs, but not in Actual Hours.)
- Grids and Reports
- Daily Review Report improvements:
- Performance improvements
- Separate sub totals by Call Type (Service) Status (e.g. Active vs. Unavailable) in the Summary of Scheduled Hours section. Also show totals for Scheduled, Actual, Billable and Payable hours.
- Daily Review Report now also includes sub-section for new Client Inquiries and Caregiver/Office Staff Applications.
- Status section now includes new statuses added to all types of people/organizations (was only Client, Caregiver and Office Staff).
- Report now properly handles Name Format override.
- Instruction card report for IVR Telephony.
- Caregiver Tasks Performed and Verification Report now shows both Client and Caregiver signatures.
- On the Automated Report setup screen, the “Who will receive this report” has been re-captioned “People to receive a full copy of the report” for better indication of what this does, and the selection of people here is now limited to only Office Staff.
- Launching the Caregiver Master Report from the Main Module Reports menu wasn’t opening the Reporting Module.
- Daily Review Report improvements:
- Added a check when adding a cloud user account to a new office staff person to try and make sure that the office staff gets the proper username equal to their username and not with an “_2” etc. on the end when they’ve already existed as a different type of relationship in the system.
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